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White Mountains Insurance

174 hedge funds and large institutions have $3.31B invested in White Mountains Insurance in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% more ownership

Funds ownership: 84.18%84.46% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4% less capital invested

Capital invested by funds: $3.45B → $3.31B (-$136M)

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

2% less funds holding

Funds holding: 178174 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
174
Holders Change
-4
Holders Change %
-2.25%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
15
Increased
57
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$126K -$5.97K -9 -4%
MLICM
152
Metropolitan Life Insurance Company (MetLife)
New York
$115K -$8.62K -13 -7%
JG
153
Jefferies Group
New York
$115K +$117K +176 New
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$108K +$663 +1 +0.6%
TRCT
155
Tower Research Capital (TRC)
New York
$98K +$99.5K +150 New
BlackRock
156
BlackRock
New York
$88K -$1.99K -3 -2%
CTC
157
Central Trust Company
Missouri
$81K
Legal & General Group
158
Legal & General Group
United Kingdom
$76K
FNBT
159
FineMark National Bank & Trust
Florida
$67K
ClearBridge Investments
160
ClearBridge Investments
New York
$65K
FHA
161
First Horizon Advisors
Tennessee
$53K
DADC
162
D.A. Davidson & Co
Montana
$46K
Walleye Trading
163
Walleye Trading
New York
$37K +$37.8K +57 New
Bessemer Group
164
Bessemer Group
New Jersey
$31K +$31.2K +47 New
KT
165
Kanaly Trust
Texas
$27K +$27.2K +41 New
VNA
166
Valley National Advisers
Pennsylvania
$26K
PMFA
167
Plante Moran Financial Advisors
Michigan
$20K
EFSCE
168
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
ASN
169
Advisory Services Network
Georgia
$12K +$5.31K +8 +80%
TWA
170
TCI Wealth Advisors
Arizona
$7K
AGM
171
Alpine Global Management
New York
$4K +$3.98K +6 New
MFBTD
172
MB Financial Bank - Trust Department
Illinois
$3K +$2.65K +4 New
CFA
173
Carroll Financial Associates
North Carolina
$3K +$3.32K +5 New
S
174
SignatureFD
Georgia
$1K -$3.32K -5 -71%
QI
175
Qualcomm Inc
California
-$2.26M -3,300 Closed

WTM Hedge Fund Activity: Q2 2015 in Review

174 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q2 2015, worth a combined $3.31B — down 4% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WTM and 15 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 57 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $12.9M. The largest seller was Franklin Resources, cutting an estimated $13.3M.

  • 174 institutional investors held White Mountains Insurance (WTM) as of Q2 2015, down from 178 in Q1 2015.
  • Funds reported $3.31B of White Mountains Insurance stock for Q2 2015, down 4% quarter-over-quarter.
  • 15 funds opened new White Mountains Insurance positions in Q2 2015 and 17 closed out, a net change of -2 holders.
  • The largest White Mountains Insurance buyer in Q2 2015 was T. Rowe Price Associates, an estimated $12.9M added.
  • The largest White Mountains Insurance seller in Q2 2015 was Franklin Resources, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2015.